Become a member and subscribe Login
Asset Owner Directory

Wespath Benefits

Wespath Benefits and Investments has been serving The United Methodist Church for over 100 years. Wespath are the largest reporting faith-based pension fund in the United States, serving more than 100,000 active and retired clergy and lay employees of the Church.

Country

United States

AUM

$26

Performance (%, 1YR)

7.33

Chief Executive

Andrew Q. Hendren

Chief Investment Officer

Johara Farhadieh

Performance Notes

Based on Balanced Multiple Asset Fund – P Series

Chair

Bishop Robert Schnase

Asset allocation
Target allocation based on Balanced Multiple Asset Fund – P Series

35% US Equity Fund

30% International Equity Fund

25% Fixed Income Fund

10% Inflation Protection Fund

Website
View the annual report
Global Pension Transparency Benchmark country system description

Asset allocation as of December 31, 2024. All information is as per the most recent annual report or other publicly available data via the fund's website

Top1000funds.com related articles

Asset owners apply pressure on managers for net zero integration

The David Rockefeller Fund and Wespath Institutional Investors explain how they are engaging managers, and holding them to account, in the drive to net zero integration.

Sarah Rundell

July 29, 2021

The path to net zero

Investors from Brunel, Wespath and Robeco talk about the challenges of shaping their net zero portfolios including data, benchmarks and holding managers to account.

Sarah Rundell

March 19, 2021

Investors focus on human capital

Investors are putting pressure on companies to accelerate the shift to purpose-driven leadership and focus on human capital policies during the crisis. But while there are some examples of corporations making policy changes that positively impact their workers, supply chain issues pose a significant problem.

Amanda White

April 28, 2020

How to convince the ESG sceptics

Trying to find ways to get colleagues to embrace responsible investment strategies can be frustrating but it becomes easier when the business case includes the bottom line.

Sarah Rundell

September 15, 2018

Methodist morality delivers mainstream returns

When John Wesley, the 18th century Anglican cleric, preached that business practices should not harm one’s neighbour, he never imagined that his principles would guide the global investment strategy of an $18.4-billion pension fund. Today, the General Board of Pension and Health Benefits of the United Methodist Church, based in Chicago, ranks as one of

Richard Tomlinson

February 01, 2013

Load more
Asset Owner Directory
Fund NameCountryAUM ($B)ArticlesMore Info

Government Pension Investment Fund (GPIF)

Japan$1,70357View Info

New Jersey Investment Division

United States$848View Info

Australian Retirement Trust

Australia$22625View Info
View more funds

Fiduciary Investors Podcast Series

Listen to Podcast

Subscribe now to

Become a member and subscribe

Join Now
Our partners

Top1000funds.com is the market leading news and analysis site for the world’s largest institutional investors. It focuses on leading the global investment industry to continuous improvement through case studies of best practice in governance and decision making, portfolio construction and efficient portfolio management, fees and costs, and sustainable investing.

The publication pushes the industry to question whether status quo processes and behaviours to tackle risks and opportunities will be sufficient in the future, and actively campaigns for diversity, sustainability, transparency, innovation and better alignment of fees in the investment industry.

Top1000funds.com is read by investment professionals in more than 40 countries.

Privacy Policy | Terms of Service | Cookie Policy | AI Editorial Policy